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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,894 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $31,326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,663 | $29,548+74.8% | $56,411-8.4% | $77,643-33.5% |
| Participation rate | 28.9% | 32.7%-3.8pp | 52.5%-23.6pp | 70.6%-41.7pp |
| Annual return | 8.91% | 19.01%-10.1pp | 1701.33%-1692.4pp | 31.24%-22.3pp |
| Employer contribution / active EE | $153 | $568-73.1% | $1,039-85.3% | $2,726-94.4% |
| Participant deferral / active EE | $1,816 | $1,061+71.2% | $1,952-7.0% | $4,647-60.9% |
| Admin fee / account holder | $292 | $1,046-72.1% | $2,829-89.7% | $430-32.2% |